Goldman Sachs Portfolio holdings
Goldman Sachs, founded in 1869 by Marcus Goldman and later joined by Samuel Sachs, is a premier global investment bank headquartered in New York City, renowned for its influential role in financial markets. The firm provides a wide range of services, including investment banking (mergers, acquisitions, and underwriting), securities trading, asset management, and consumer banking through its Marcus platform, catering to corporations, governments, institutions, and high-net-worth individuals. Known for its elite status on Wall Street, Goldman Sachs has a history of navigating major economic events, from the Great Depression to the 2008 financial crisis, where it played a controversial yet pivotal role. With a strong emphasis on innovation and a global footprint, it manages billions in assets and remains a powerhouse in shaping economic policy and market trends.
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$812M |
| 2 |
British American Tobacco
BTI
|
$750M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$738M |
| 4 |
NextEra Energy, Inc.
NEE
|
$622M |
| 5 |
Humana
HUM
|
$615M |
Top Sells
| 1 |
Hilton Worldwide
HLT
|
$1.37B |
| 2 |
NVIDIA
NVDA
|
$1.35B |
| 3 |
STJ
St Jude Medical
STJ
|
$690M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$638M |
| 5 |
Invesco QQQ Trust
QQQ
|
$625M |
Sector Composition
| 1 | Financials | 12.06% |
| 2 | Technology | 11.74% |
| 3 | Healthcare | 9.48% |
| 4 | Energy | 9.04% |
| 5 | Consumer Discretionary | 8.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$659B
| $11.9B | 3.22% | 50,334,019 -2,707,408 | -5% | -$638M |
|
2
Apple
AAPL
$3.45T
| $7.44B | 2.02% | 51,788,887 +832,527 | +2% | +$120M |
|
3
Amazon
AMZN
$2.44T
| $3.11B | 0.84% | 3,505,319 +121,208 | +4% | +$107M |
|
4
Walt Disney
DIS
$213B
| $3.06B | 0.83% | 27,014,394 +29,957 | +0.1% | +$3.4M |
|
5
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.78B | 0.75% | 3,274,320 +217,324 | +7% | +$184M |
|
6
iShares Russell 2000 ETF
IWM
$66B
| $2.75B | 0.75% | 20,002,137 -1,925,063 | -9% | -$265M |
|
7
Microsoft
MSFT
$3.77T
| $2.71B | 0.73% | 41,113,772 +2,557,915 | +7% | +$168M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $2.24B | 0.61% | 15,799,101 +1,947,867 | +14% | +$277M |
|
9
iShares MSCI EAFE ETF
EFA
$66B
| $2.13B | 0.58% | 34,147,900 +3,892,282 | +13% | +$242M |
|
|
YHOO
10
DELISTED
Yahoo Inc
YHOO
| $2.01B | 0.55% | 43,415,906 +4,931,695 | +13% | +$229M |
|
11
JPMorgan Chase
JPM
$829B
| $1.82B | 0.49% | 20,695,175 +930,497 | +5% | +$81.7M |
|
12
Wells Fargo
WFC
$263B
| $1.74B | 0.47% | 31,172,066 +1,757,003 | +6% | +$97.8M |
|
13
TransUnion
TRU
$17.2B
| $1.72B | 0.47% | 44,788,398 -10,721,943 | -19% | -$411M |
|
14
Alibaba
BABA
$322B
| $1.69B | 0.46% | 15,716,051 +4,632,123 | +42% | +$499M |
|
15
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$7.94B
| $1.67B | 0.45% | 56,513,035 +7,338,002 | +15% | +$217M |
|
16
Exxon Mobil
XOM
$487B
| $1.61B | 0.44% | 19,670,830 +2,599,711 | +15% | +$213M |
|
17
Bank of America
BAC
$376B
| $1.56B | 0.42% | 65,985,656 +4,871,907 | +8% | +$115M |
|
18
Visa
V
$683B
| $1.52B | 0.41% | 17,110,141 +158,584 | +0.9% | +$14.1M |
|
19
Johnson & Johnson
JNJ
$427B
| $1.51B | 0.41% | 12,129,259 +1,776,657 | +17% | +$221M |
|
|
20
Alphabet (Google) Class C
GOOG
$2.58T
| $1.48B | 0.4% | 1,787,328 +192,208 | +12% | +$159M |
|
21
Pfizer
PFE
$141B
| $1.41B | 0.38% | 41,266,898 +3,447,797 | +9% | +$118M |
|
|
AGN
22
DELISTED
Allergan plc
AGN
| $1.41B | 0.38% | 5,892,879 +1,295,834 | +28% | +$310M |
|
23
GE Aerospace
GE
$292B
| $1.36B | 0.37% | 45,511,201 +7,266,562 | +19% | +$217M |
|
|
RAI
24
DELISTED
Reynolds American Inc
RAI
| $1.27B | 0.34% | 20,092,008 +7,419,558 | +59% | +$468M |
|
25
Procter & Gamble
PG
$368B
| $1.2B | 0.33% | 13,396,747 +1,237,382 | +10% | +$111M |
|